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Technology Stocks : Dell Technologies Inc.

DELL 128.43

+0.6%

Dec 24 12:59 PM EST

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To: Jorge who wrote (33985)	3/12/1998 9:27:00 AM
From: Paul Merriwether	Read Replies (2) of 176387

<<I wouldn't be confident had I not heard with my own ears Meredith's assertive, very positive, outlook for DELL on Monday's conference call with Bear Stearns>> Even Meredith does not know the future demand for his wares. If his competitors cut prices in the "mid to high" segment of the market Dell _HAS_ to follow suit. That is going to bring down the ASP, and the GM(and even the component price cuts won't save them). It is very doubtful that Dell can survive a price war(but I will be impressed, flabbergasted(and shut up!)if it continues its growth rate over the next 2 quarters.

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